Column gripper

You can use the column gripper context menu to quickly sort or show/hide fields or insert a new field. Let's look at the various options in detail.

1. Sort

You can use the Sort option to sort your data in ascending/descending order or apply an absolute sort. For hierarchical datasets, sorting is applied to the child rows for each level of the hierarchy.

Sort option

In the example, the Gross Margin measure has been sorted in ascending order, denoted by the small black upward triangle.

Sorted data for the Gross Margin column

2. Insert

The Insert option can be used for the following operations:

• Copy as data input - Create a new data input field with values copied from the selected measure.

• New data input - Create a new empty data input field

• Insert formula - Create a new field using a built-in formula

Learn more about data input and formula measures.

3. Pin column

The pin column option allows you to tag important columns right at the beginning of your report - saving you the effort required to scroll back and forth.

Pin Column

In the example below, the Gross Margin has been pinned to the beginning of the report.

The Gross Margin column has been pinned

You can also choose to unpin a particular field or unpin all fields.

Un-Pin fields

4. Freeze column

Navigating large reports with numerous rows and columns can make data comparison cumbersome with a significant amount of scrolling. With Lumel EPM Matrix, you can freeze selected rows and columns to keep key metrics in view - making analysis faster and more efficient.

Freeze Column option

For example, to use the key metrics for 2023 Revenue as a benchmark, you can freeze the specific column as shown in the image.

2023 Reveue column is Freezed

You can freeze both rows and columns. Learn more about freezing rows.

Frozen rows and columns are retained in Excel and PDF exports.

5. Ignore measure in null suppression

If your report has non-numeric data along with measures, and all the measure values are null for certain rows, you may want to suppress such rows as they do not add value to the report.

Notice the row highlighted in the report below; all numeric measure values are null. You can suppress these rows with the Ignore Measure in Null Suppression option.

The Hide Blanks option under Hierarchy settings should be set to Visible Values.

Notice how the highlighted row with null measure values is suppressed after selecting the option.

Ignore measure in null suppression

6. Stick Measure to Last

In some cases, using field measures can cause an automatic re-ordering of columns in the report. You may want a particular measure to always retain its position at the end. You can use the Stick Measures to Last option to assign the designated measure to the last position. The last position will be retained even if new fields are added to the visual.

Stick Measure to Last

The image below shows the COGS measure at the last.

The COGS measure at the end and the remove sticked measure option

You can apply the 'remove the sticked measure' option from the column gripper to remove the column from the last.

7. Hide Column

You can use the Hide Column option to mask a particular column in your report. In the image below, notice how the 2024 > COGS measure has been hidden in the report.

Hiding the 2024-COGS column

You can use the Show All Columns option to display hidden columns again.

The COGS column is hidden, and the Show all column option

8. Aggregation

Using this option, you can directly set the aggregation method used to calculate the totals and subtotals for a particular column. Learn more about managing aggregation.

Measure aggregation for totals and subtotals

9. Select Measure

You may need to perform operations such as applying uniform formatting for a measure. Rather than selecting each measure and applying formatting, you can use this option to select a particular measure across the entire report and apply formatting in a single shot. In the animation below, notice how the Revenue measure has been selected for all months.

Select measure option

You can deselect the measure using the Unselect Measure option, which is available when measures are selected.

Unselect measure option

10. Select header

The select header options enables you to select measure headers and apply custom formatting to the measure header

Select measure header

11. Number formatting

You can use this option to directly set a custom scaling factor for a particular measure.

Number formatting

12. Audit

The audit log is a full-page, spreadsheet-style window - complete with filters and dropdowns - making it easier to track and manage audits. The Data Input tab, as the name implies, captures all the changes made to data input fields. The Reports tab captures the dimensions and measures added to or modified in the report.

Audit Logs option

The image below shows the Audit screen.

Audit Log Screen

13. Multi select rows

This option enables checkboxes to quickly select multiple rows. Click on the column gripper for the row dimension header to access the Multi Select Rows option.

Multi select rows option

Multi select checkboxes enabled:

Multi-select checkboxes